Demo account · Saved in this browser

HUMAN GUIDANCE

My Appointments

A little space for the questions that matter.

Book an appointment +

Concept booking: people, credentials, ratings, fees and dates are illustrative and unverified. This page does not book a real appointment or share any data.

YOUR COMPOUND CREST ACCOUNT

A little more peace of mind.

Your cash flow, bigger plans and next steps. All in one place.

Link Account +

Illustrative sample account · As of October 13, 2026. All balances, income, bills, goals, returns and advisor credentials are unverified examples. No money moves in this concept.

Monthly investment income

$2,480

October estimate · Income can vary

Monthly bills

$1,860

4 recurring bills in your plan

Room to breathe

$620

Estimated income less planned bills

Cash cushion

$7,200

72% of your $10,000 target

Income & bills

October 2026

Your expected income covers this month’s planned bills.

● Investment income● Planned bills

Expected income · $2,480

Dividend distributionsEstimated · October 15
$1,720
Bond interestEstimated · October 28
$760

Planned bills · $1,860

MortgageDue October 16 · Not paid by Compound Crest
$1,420
UtilitiesDue October 18 · Not paid by Compound Crest
$180
InsuranceDue October 22 · Not paid by Compound Crest
$160
Internet & mobileDue October 25 · Not paid by Compound Crest
$100

Illustrative history and estimates. Income is not guaranteed; payment status is not a live account status.

A plan with purpose

Cover the essentials

$1,860 / month

100% of monthly bills covered

Build a little breathing room

$7,200

$10,000 cash cushion target · 72%

Mortgage freedom

$3,400

$5,000 extra-payment target · 68%

Illustrative targets, not a forecast or guarantee.

Portfolio overview

3 sample accounts

$124,850

+$4,850 (4.04%) · 6 months

Illustrative performance only

Harborview SecuritiesTaxable brokerage · ••4821 · Synced 9:41 AM
$82,400
Meadowbrook InvestmentsTraditional IRA · ••1906 · Synced 9:41 AM
$35,250
Northline BrokerageCash reserve · ••7730 · Synced 9:40 AM
$7,200

Fictional providers and sync times. Assets would remain with your custodian.

Talk to an advisor

Bring a question. Leave with a clearer next step.

Compound Crest advisor

CFP® · Series 65 · Illustrative profile

Mortgage payoff · Everyday cash flow

NEXT AVAILABLE · SAMPLE

Tue, Oct 20 · 2:00 PM

EDT · Free 30-minute video intro

Book a conversation →

Availability and profile are illustrative and unverified. No advisory relationship is established.

Activity

Partnered with America's leading brokerage firms

The concept’s intended model, not confirmed partnerships.

Placeholder logos only. All partner relationships, integrations and memberships are illustrative and unverified; no affiliation is represented.

← All advisors My Appointments →

    Concept booking: people, credentials, ratings, fees and dates are illustrative and unverified. This page does not book a real appointment or share any data.

    REAL QUESTIONS. HUMAN GUIDANCE.

    Find your next clear step.

    Bring your questions. Explore an advisor’s approach, then start with a free 30-minute intro call.

    My Appointments

    Concept directory: all people, credentials, experience, licenses, ratings, reviews and availability are illustrative and unverified. No advisory relationship is established.

    Filters

    Specialty
    Availability

    Results show illustrative example advisors.

    6 illustrative advisors

    Showing all concept results · Availability shown in your local time (ET example).

    ← All advisorsMy Appointments →

    HUMAN GUIDANCE FOR YOUR EVERYDAY

    Compound Crest advisor

    Mortgage payoff plan · Everyday cash flow

    4.9 · 24 sample reviews · Unverified

    12 years

    Experience — Illustrative
    Neutral photo placeholder

    This advisor, credentials, experience, licenses, availability, fees, ratings and client reviews are illustrative concept placeholders, not verified data. No real person or regulatory registration is represented.

    A clearer plan for home and life.

    This sample advisor represents a practical, thoughtful approach to paying down a mortgage without losing sight of the rest of your financial life. The illustrative focus is on helping clients understand the trade-offs between extra principal payments, a cash cushion and long-term investment goals.

    Bring your mortgage statement, recurring bills and biggest questions. A free intro call is a chance to discuss your priorities, understand the advisor’s approach and decide whether a longer planning session would be useful. No investment changes or guaranteed outcomes are implied.

    Areas of focus

    Languages: English, Spanish — Placeholder

    Credentials & licenses

    CRD # — Placeholder

    Verify on FINRA BrokerCheck

    No actual regulatory ID is provided. In a live service, independently confirm an advisor’s registration, licensing history and disciplinary disclosures. This concept does not verify any credential.

    Client perspectives

    Fictional sample reviews

    ★★★★★ · Illustrative 5.0

    A more balanced decision.

    “The conversation helped me think about extra mortgage payments alongside a cash cushion, rather than treating them as separate choices.”

    Client — Placeholder · Mortgage planning
    Fictional quote, not a real testimonial or a claim of results.

    ★★★★★ · Illustrative 5.0

    Questions without the pressure.

    “I came with a list of questions about recurring bills and left with a clearer set of things to consider before changing my plan.”

    Client — Placeholder · Everyday cash flow
    Fictional quote, not a real testimonial or a claim of results.

    Last updated October 16, 2026

    Terms of Service

    These terms are an agreement between you and Ck2D LLC ("Compound Crest", "we", "us"), which operates compoundcrest.us. By creating an account or using the site you agree to them.

    1. What Compound Crest is

    Compound Crest is an education service. It offers lessons, a practice trading account that uses simulated money, and AI voice coaches. We are not a broker-dealer, investment adviser, bank or tax adviser, and nothing on the site is a recommendation to buy, sell or hold any security or crypto asset with real money.

    2. Practice money

    Balances in your practice account, including practice money you buy, are simulated. They have no cash value, can't be withdrawn, transferred or exchanged for anything, and exist only to help you learn. Prices shown may be delayed or simulated, and practice results don't predict real results.

    3. AI coaches

    Coaches are AI systems, not people and not licensed professionals. They can make mistakes. They coach on your practice account and teach general concepts; don't rely on them for decisions about real money. Voice conversations are processed by our provider ElevenLabs as described in the Privacy Policy.

    4. Accounts

    You must be at least 18 and give accurate information. Keep your password safe; you're responsible for activity on your account. We may suspend accounts that break these terms, abuse the service or try to interfere with it.

    5. Plans, trials and billing

    AI Coach plans cost $19.99 a month or $49.99 every 3 months (plus any applicable tax) and renew automatically until you cancel. New members who verify their email address and mobile number get one 7-day free trial, with no payment card required; when it ends, coaching pauses and nothing is charged. One free trial is available per person and per phone number. If you subscribe, your plan renews automatically until you cancel; subscribing during your trial keeps your remaining free days. You can cancel anytime from the Coach page; cancellation takes effect at the end of the current paid period. Practice money packs ($9.99 for $5,000 of practice money) are one-time purchases. Payments are processed by Stripe. See Refunds & cancellation for refunds.

    6. Crypto features

    Connecting a wallet shares only its public address. Staking on the Crypto page happens in your own wallet through Lido, a third-party protocol we don't control or endorse; transactions you approve are irreversible and carry risk of loss. The launch bonus is governed by the terms shown on the Crypto page.

    7. Text messages

    If you give us your mobile number, you agree to receive one-time verification codes from Compound Crest by text message or WhatsApp. We don't send marketing texts. Message frequency varies; message and data rates may apply. Reply STOP to opt out or HELP for help. Carriers aren't liable for delayed or undelivered messages.

    7a. Acceptable use

    Don't misuse the service: no scraping, reverse engineering, attempts to bypass payment or access controls, or abusive language toward the coaches. Don't use the service for anything unlawful.

    8. Content and ownership

    The site, lessons, audio and software belong to us or our licensors. Company and crypto names and logos belong to their owners and are shown only to identify the assets; they don't imply any endorsement.

    9. Disclaimers and liability

    The service is provided "as is" without warranties of any kind, to the extent the law allows. To the extent the law allows, we aren't liable for indirect or consequential losses, or for any losses from investment or trading decisions you make, and our total liability is limited to the amount you paid us in the 12 months before the claim.

    10. Changes and contact

    We may update these terms; if a change is material we'll tell you by email or on the site before it takes effect. Questions: hello@compoundcrest.us.

    LEARN / YOUR DASHBOARD

    Learn with AI. Practice with confidence.

    Your AI coach helps you learn, reflect, and prepare. Practice with virtual money and build skills one lesson at a time.

    AI Coach

    AI COACHING PATH

    …

    AI coaching curriculum

    All lessons ↗

    Practice with AI guidance before you risk real money.

    Your practice desk uses virtual money only. Nothing is bought or sold.

    Open Practice ↗

    AI coaching progress

    THIS WEEK

    0

    Practice trades this week0

    AI coaching value

    ✓

    AI-led learning path

    24 lessons with practice drills

    →

    Voice coaching that remembers you

    Reflection and planning support

    ○

    Connected accounts

    Wallet view today · brokers coming soon

    AI reflection prompt

    CREST GUIDE · AI

    Educational prompts, not trade recommendations.

    Practice accounts use virtual money with no cash value. Lessons and coaching are education, not investment advice.

    Investing involves risk, including loss of principal. Simulated or past results do not guarantee future returns.

    CONNECTED ACCOUNTS / YOUR WALLETS AND PROVIDERS

    Connected accounts

    Connect a crypto wallet to view your balances and review them with your AI coach. Funds stay in your wallet; Compound Crest never requests deposits or transfers.

    View-only · No deposits requested

    CONNECTED

    0 wallets

    Connect a wallet to start

    SUPPORTED TODAY

    Ethereum

    ETH and stETH balances

    FUND ACCESS

    No deposits

    Your funds stay in your wallet

    AI COACH ROLE

    Review only

    Never places orders or moves money

    Connected accounts

    Connected wallets and upcoming providers.

    Connect wallet

    Brokers and exchanges show as "coming soon" until they're supported. We'll never ask for your exchange password, API keys with withdrawal rights, or a seed phrase.

    ETH staking

    Earn Lido staking rewards on ETH you hold. You approve every transaction in your wallet.

    Live
    Open staking

    Connection status

    What each provider can do today.

    How connections work

    Wallets

    View-only. We read your public address's balances. Nothing can be signed or sent without your approval in your wallet.

    Brokers

    Coming soon. Connections will be read-only, and any order requires your confirmation with the provider.

    Coaching

    Your coach can review connected balances to teach risk and diversification. It never tells you what to buy or sell with real money.

    Connections are view-only. No real orders are placed from Compound Crest and no deposits or withdrawals are ever requested.

    Crypto is volatile and isn't protected by FDIC or SIPC. Not investment advice.

    MARKETS / PRACTICE INSTRUMENTS

    Markets

    Stocks, ETFs, crypto and forex. Crypto and forex prices are live; stock and ETF prices may be simulated until a live feed is connected.

    Live crypto & forex
    InstrumentClassPriceToday

    Prices are for practice and education. Some quotes may be delayed or simulated. Not investment advice.

    TRADE JOURNAL / REFLECT ON YOUR PRACTICE

    Trade journal

    Your practice trades, newest first. Add a note to each trade to record your reasoning and what you learned.

    0 trades
    WhenTradePriceStatusYour note

    Notes are saved on this device. Practice trades use virtual money; nothing is bought or sold.

    SAVED LESSONS / YOUR READING LIST

    Saved lessons

    Lessons you have saved for later. Mark lessons as done to track your progress.

    Saved lessons and progress are stored on this device.

    PRACTICE / AI COACH

    Practice with guidance.

    Your AI coach helps you reflect on trade plans, review decisions, and practice across stocks, crypto, forex and ETFs. Virtual balances stay separate from any connected wallet.

    AI coach included · Virtual practice onlyAdd practice money

    Simulated market. Prices move every second from a simulation, not live exchange quotes. Orders fill against simulated prices with paper money; nothing is bought or sold. Tickers are used for illustration only.

    Allocation

    AAPL

    Apple

    $0

    Live · simulated

    Order book

    Simulated depth

    Holdings

    Return compares today’s simulated price with your average cost. Cash earns no simulated interest.

    Predictions

    AAPL · 30 days

    A statistical range for where the simulated price could land, based on its recent volatility.

    A projection from simulated volatility, not a forecast, recommendation or guarantee. Real prices can move outside any range.

    ETFs

    Explore

    Funds that hold many companies at once.

    Expense ratios and categories are illustrative.

    Paper portfolio is saved in this browser only.

    Coach reviewAI coach

    …

    Talk it through with your coach ↗
    Learning pathAI coach

    …

    Open lesson ↗

    Connected accounts

    View-only. Funds always stay with you; nothing here can move them.

    Manage connections

    Subscription context

    Your AI Coach plan includes guided practice, trade-plan reflection, and simulated trading across stocks, ETFs, crypto and forex. Practice money has no cash value. Connected wallets are view-only.

    Practice accounts use virtual money. No real orders are placed and practice balances can't be withdrawn.

    Investing involves risk, including loss of principal. Simulated or past results do not guarantee future returns. Not investment advice.

    YOUR ACCOUNT

    Account settings

    Your details, security and preferences, all in one place.

    Your profile details are saved to your Compound Crest account. Never share your password or verification codes with anyone.

    LINK ACCOUNT · BROKERAGE SELECTION

    Link an account

    Choose a brokerage to connect. Your accounts stay yours.

    1. 1 Choose brokerage
    2. 2 Review permissions
    3. 3 Connect accounts

    Concept connection only. Sample partner names and neutral logos do not represent real firms. Relationships, integrations, memberships and protection are illustrative and unverified. No accounts are connected.

    Start with our sample partners

    Preferred connections in the intended model, not confirmed affiliations.

    Other brokerages

    Don’t see your provider? Search the sample directory below.

      All providers shown are sample names. Availability and supported account types are not verified.

      Connections with clear boundaries.

      Custody stays distinct

      Securities would remain with an eligible brokerage custodian, not Compound Crest.

      No automatic trades

      Linking is read-only. Any proposed order needs separate review of costs, taxes and risk.

      Accounts in sync

      Balances, positions and activity would update your dashboard. Stale data stays labeled.

      Selected · Sample state

      Harborview Securities

      Individual brokerage · ••4821

      Read-only account connection

      Review before continuing

      Next, you would authenticate with your provider and choose the eligible accounts to sync.

      Static selected state. No authentication is launched.

      ACCOUNT SYNC · SAMPLE ERROR

      We couldn’t refresh this account.

      Harborview · ••4821

      Last successful sample sync: Oct 12, 2026 at 4:10 PM EDT.

      The provider connection timed out. Your assets are unchanged; the displayed balance may be out of date.

      If retry fails, reconnect with your provider or contact support. Static error state only.

      Only the access you approve.

      Read: balances, holdings, transactions and income.

      Not authorized: trades, withdrawals or transfers.

      You would sign in with the provider, review scoped permissions and disconnect from account settings. Advisor portfolio sharing is separate and remains off unless you choose otherwise.

      Bank-level 256-bit encryption is an illustrative concept claim, not an audited capability. No credentials or financial data are collected here.

      SIPC may help return cash and securities if an eligible member brokerage fails, subject to limits up to $500,000, including $250,000 for cash. SIPC does not protect market losses. Memberships, protection, custody and security claims here are unverified.

      Concept experience only · Selection, permissions and error/retry controls are sample states. No accounts are connected and no data leaves this page.

      Practice account · Simulated money with no cash value · No real trades are placed

      For learning only. Not investment advice.